The Family Legacy & Legal Docs Binder

Sense here. Let me ask you something, and be honest: if something happened to you tomorrow — nothing dramatic, even just a hospital stay — could the people you love actually find your insurance policy? Your accounts? The name of the attorney who did your will… if there is a will?

Savvy: Notice she didn’t ask if you’re organized. You run a whole life — you’re plenty organized. She asked if they could find it. Different question, isn’t it?

That’s the whole job of The Family Legacy & Legal Docs Binder. One place. Everything. So on the hardest week of their lives, your people aren’t digging through drawers and guessing passwords — they’re opening one binder where it’s all laid out, calm and clear.

First, the honest part: this is an organizing tool, not legal advice. We help you gather, track, and keep your important information in one place. For wills, trusts, and powers of attorney, you’ll still work with a licensed attorney in your state — but you’ll walk in as their favorite client, with everything they need already in hand.

What’s inside — a complete 14-page binder with 7 fill-in worksheets:

• The Master Document Checklist — every legal, ownership, protection, identity, and money document, with a spot to note where each one lives
• The Important Contacts Sheet — your family’s “who to call” list: attorney, CPA, insurance, advisor, executor
• The Account Inventory — what exists and where (never passwords — we show you the safe way to handle those)
• The Beneficiary Review Worksheet — because that form you filled out at 24 usually still wins, even over a will
• The Tax Appointment Prep Checklist — the page that pays for the binder, reusable every year
• The Family Conversation Guide — exactly what to say, in one relaxed talk (no dramatic sit-down required)
• The Annual Review Schedule — one hour a year keeps it current forever

You get it in both formats — and one price covers both. Print the beautiful PDF and fill it in by hand, OR use the matching fillable app right on your phone or laptop: check off documents, save your contacts and account list, and set your annual reminder. Everything saves privately on your own device, and it prints your filled copy anytime. Same binder, whichever way your brain works.

Sense: This isn’t a someday-when-I’m-older project. It’s one honest afternoon — two to three hours — and then it quietly protects everybody you love. Best return on an afternoon we know.

Instant download. You’ll get the printable PDF plus your link to the app the moment you check out. All sales are final; if you ever have trouble downloading or opening your files, just reach out and we’ll get you sorted.

Plan it. Save it. Live it. — Savvy & Sense